All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
Thu 2020-05-21? to Wed 2025-04-23 |
YTD
Return |
TRR
Price |
||||
---|---|---|---|---|---|---|
VOO × |
−7.80%
2025-04-23 |
4.355 TRR
2025-04-23 |
||||
Vanguard S&P 500 ETF Exchange-Traded Fund | ||||||
JEPI × |
−5.43%
2025-04-23 |
1.322 TRR
2025-04-23 |
||||
JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
Thu 2020-05-21? to Wed 2025-04-23 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
VOO × |
+56.94%
+9.59%/yr |
+6.73%/yr
(R2=0.462) |
||||
Vanguard S&P 500 ETF Exchange-Traded Fund | ||||||
JEPI × |
+32.16%
+5.83%/yr |
+4.36%/yr
(R2=0.574) |
||||
JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
Thu 2020-05-21? to Wed 2025-04-23 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
VOO × |
$10,000.00
2020-05-21 |
$15,693.97
2025-04-23 |
||||
Vanguard S&P 500 ETF Exchange-Traded Fund | ||||||
JEPI × |
$10,000.00
2020-05-21 |
$13,215.50
2025-04-23 |
||||
JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
Year | VOO | JEPI |
---|---|---|
2025 (YTD) | −7.80% | −5.43% |
2024 | +21.48% | +9.43% |
2023 | +22.23% | +6.25% |
2022 | −23.14% | −9.34% |
2021 | +20.33% | +13.53% |
2020 | +16.73% | +16.77% |
2019 | +28.43% | — |
2018 | −6.29% | — |
2017 | +19.25% | — |
2016 | +9.89% | — |
2015 | +0.59% | — |
2014 | +12.71% | — |
2013 | +30.42% | — |
2012 | +14.02% | — |
2011 | −1.04% | — |
2010 | +14.34% | — |
Thu 2020-05-21? to Wed 2025-04-23 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
VOO × | −12.85% |
−29.19%
2022-10-12 |
||||
Vanguard S&P 500 ETF Exchange-Traded Fund | ||||||
JEPI × | −9.38% |
−18.26%
2022-09-30 |
||||
JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||